Chips and Semiconductors: The New Battleground of Global Competition
Used in many areas from artificial intelligence to the defense industry, from financial systems to transportation. chips, is one of the most important areas of competition between states today. Especially China ve ABD The fierce competition between the two has consequences that affect the entire world. The basis of this competition lies in semiconductor production and chip technologies. The steps taken in this field in recent years aim to increase the economic and technological independence of the countries.
Steps Taken in US Chip Production
The US has taken its most concrete step on the chip issue 2022 passed by Congress in Chip and Science Law One of the biggest goals of this law is to bring semiconductor manufacturing back to the United States. Under the law, semiconductor manufacturing facilities are established or existing facilities are expanded. approximately 52,7 billion dollars direct financing is provided. In this context, many large technology companies have made investment decisions in the USA.
TSMC's US Investment
Taiwanese TSMC (Taiwan Semiconductor Manufacturing Company) is one of the important companies that made investment decisions in this context. The company, Arizona to set up multiple high-tech manufacturing facilities in the state Over $100 billion announced that it will invest. This investment is one of the largest foreign investments in US history. With this investment, TSMC will be able to produce 2nm class and more advanced chips. 30 percent It plans to manufacture it in the United States.
US Dominance in the Chip Industry
The dominance of the USA in the chip and semiconductor sector is observed with its market values. companiesmarketcap.com According to data, 10 of the 6 largest companies in the chip and semiconductor space are based in the US. The leading companies are: 2,7 trillion dollars with market value NVIDIA while taking place, 855 billion dollars Broadcom ve 814 billion dollars TSMC The top 10 rankings are as follows:
- 1. NVIDIA – $2,7 trillion
- 2. Broadcom – $855 billion
- 3. TSMC – $814 billion
- 4. ASML – $262 billion
- 5. Samsung – $260 billion
- 6. Qualcomm – $154 billion
- 7. AMD – $151 billion
- 8. Texas Instruments – $134 billion
- 9. Applied Materials – $117 billion
- 10 Arm Holdings – United Kingdom
Taiwan's Role in World Chip Production
The country with the largest share of semiconductor production worldwide Tayvan. World Population Review According to data, US-based semiconductor companies account for approximately 3.5% of worldwide semiconductor sales 46 percent However, Taiwan, which ranks highest in terms of production volume, Güney Kore, Japonya, America BIRLESIK Devletleri ve China is monitoring.
Developments in China's Semiconductor Industry
China is making serious breakthroughs in artificial intelligence products, one of the areas where chips are used the most. Huawei, US-based AI chip maker Nvidia The latest chip is expected to rival chips produced by 910C' and started sending samples to some technology companies. This move allows China to take an important step in the chip sector. This situation could create a big change in the chip competition between China and the US.
The US’s Dependence on Raw Materials
Most of the raw materials required for chip and semiconductor manufacturing ChinaIt is issued in . Critical Raw Materials Alliance According to data used in semiconductor manufacturing galliumMore than 80 percent of flour is produced in China, germaniumApproximately 60 percent of belongs to this country. Sourceability.com According to data, the US gallium is about 95 percent, and germanium 80 percent It imports from China. This situation highlights the problem of dependency of the US in chip and semiconductor production.
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Chips and semiconductors are the cornerstones of today's technology. This competition between countries is of great importance not only in economic terms but also in terms of national security. The steps taken by the USA in chip production and China's developments in this area are important factors that will affect the global technological balance. In the future, developments in this area will determine the dynamics of the world economy.
